Our greatest competitive advantage is our long-term investment horizon. We seek to understand how businesses plan to grow over time and buy them when their share prices are out of favor.
Allocations result from our bottom-up process, not attempts to match a benchmark
Investing only in our best ideas leads to a focused portfolio (generally 20-70 stocks)
Throughout our history, we have implemented a consistent investment philosophy
As value investors, we focus on estimating the intrinsic value of a business – not on predicting the near-term market price. This long-term, patient approach allows us look beyond the short-term noise as we wait for price and value to converge.
LupaGroup is a $5.4billion* global investment manager sourcing differentiated opportunities and building long-term portfolios across public and private fixed income, real estate, art, crypto, renewable energy, legal finance and specialist equity markets. With investment professionals based in North America, Europe and Asia Pacific, the firm, LupaGroup aims to serve its clients, communities and employees, and is committed to sustainable practices and responsible investment.
We collaborate on DB plans to tackle funding and volatility issues, pension risk transfer strategies and more.
We understand what’s at stake—the hard work and savings of real individuals.
To accomplish your non-profit’s mission, you need the right investment approach.
We work together with healthcare organizations to help simplify and improve investment programs.
Private markets can provide a range of exposures to help solve gaps in your portfolio.